DMB vs. RCKSX
Compare and contrast key facts about Dimensional Multi-Blend Fund (DMB) and Rock Oak Core Growth Fund (RCKSX).
DMB is managed by Dimensional Fund Advisors. It was launched on Jan 1, 2013. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.
Performance
DMB vs. RCKSX - Performance Comparison
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DMB vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DMB Dimensional Multi-Blend Fund | -2.99% | 10.69% | 3.87% | 2.42% | -23.23% | 7.04% | 0.75% | 28.84% | -3.89% | 11.52% |
RCKSX Rock Oak Core Growth Fund | 6.05% | 12.99% | 15.12% | 15.57% | -18.09% | 9.96% | 13.75% | 19.05% | -2.14% | 22.69% |
Returns By Period
In the year-to-date period, DMB achieves a -2.99% return, which is significantly lower than RCKSX's 6.05% return. Over the past 10 years, DMB has underperformed RCKSX with an annualized return of 2.41%, while RCKSX has yielded a comparatively higher 10.21% annualized return.
DMB
- 1D
- 2.13%
- 1M
- -4.76%
- YTD
- -2.99%
- 6M
- 0.78%
- 1Y
- 4.25%
- 3Y*
- 0.82%
- 5Y*
- -1.75%
- 10Y*
- 2.41%
RCKSX
- 1D
- -0.32%
- 1M
- -2.56%
- YTD
- 6.05%
- 6M
- 6.54%
- 1Y
- 21.02%
- 3Y*
- 16.53%
- 5Y*
- 5.89%
- 10Y*
- 10.21%
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DMB vs. RCKSX - Expense Ratio Comparison
DMB has a 0.03% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Return for Risk
DMB vs. RCKSX — Risk / Return Rank
DMB
RCKSX
DMB vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Multi-Blend Fund (DMB) and Rock Oak Core Growth Fund (RCKSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DMB | RCKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 1.33 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.62 | 1.96 | -1.34 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.26 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.76 | -1.25 |
Martin ratioReturn relative to average drawdown | 1.31 | 9.21 | -7.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DMB | RCKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.33 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.38 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.58 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.36 | -0.22 |
Correlation
The correlation between DMB and RCKSX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DMB vs. RCKSX - Dividend Comparison
DMB's dividend yield for the trailing twelve months is around 4.44%, less than RCKSX's 5.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DMB Dimensional Multi-Blend Fund | 4.44% | 3.93% | 3.48% | 4.46% | 5.80% | 4.42% | 4.54% | 4.36% | 5.36% | 4.89% | 5.97% | 6.06% |
RCKSX Rock Oak Core Growth Fund | 5.90% | 6.26% | 0.47% | 0.71% | 1.00% | 4.31% | 16.56% | 3.18% | 0.59% | 5.91% | 0.70% | 3.21% |
Drawdowns
DMB vs. RCKSX - Drawdown Comparison
The maximum DMB drawdown since its inception was -40.15%, smaller than the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for DMB and RCKSX.
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Drawdown Indicators
| DMB | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.15% | -57.88% | +17.73% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -11.29% | +1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -40.15% | -23.50% | -16.65% |
Max Drawdown (10Y)Largest decline over 10 years | -40.15% | -33.10% | -7.05% |
Current DrawdownCurrent decline from peak | -22.98% | -3.25% | -19.73% |
Average DrawdownAverage peak-to-trough decline | -14.21% | -9.58% | -4.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 2.15% | +1.55% |
Volatility
DMB vs. RCKSX - Volatility Comparison
Dimensional Multi-Blend Fund (DMB) has a higher volatility of 3.71% compared to Rock Oak Core Growth Fund (RCKSX) at 3.42%. This indicates that DMB's price experiences larger fluctuations and is considered to be riskier than RCKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DMB | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 3.42% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 6.39% | 8.76% | -2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.06% | 16.37% | -6.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.59% | 15.77% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.16% | 17.58% | -2.42% |